File Store per Vacation Home and Business profile

Status: Requested 3 Votes
Aunger Vacation
Jun 16, 2022 10:38 AM
Joined Apr, 2021 52 posts

File Store per Vacation Home: 

Just as you can do for the rentals, would it be possible to have a digital file store for each property and upload your licenses, floor plans, warranties, surveys, insurance, and certificates? 

The same for the business profile, business license, insurance, etc. 

This is getting more and more need and required to show this material to people, fire departments, states, counties, airbnb, etc. 

 

Just makes it easy to have all the information in the one place and tool :) 

 

 

Ken T
Jun 17, 2022 11:54 AM
Joined Aug, 2019 1706 posts

This is of course technically possible, but, I'm not sure how useful it is to have that in OwnerRez.  Wouldn't it be more flexible to use a tool like Dropbox?

Aunger Vacation
Jun 25, 2022 11:51 AM
Joined Apr, 2021 52 posts

Think this is super useful trying to manage your homes from one place is the trick and the dropbox and other places is hard if you have to also be able to update and send owners the information and have proof they have been made aware. 

Or example legal regulations in tahoe, they state we have to send specific details our like fire escape routes for cars etc so finding that we are send files and information so much via email and can't track it in the tool that we should or would like to. 

As the laws change also having the licenses and everything in one place is just the right thing and guessing more and more will be required.  Could also alert on expiry dates... 

Maybe a legal section in each house this might be a great first step could have links to third-party stores also such as dropbox or one drive etc. 

License Number:   Expiry Date  Cert Number XXXXXXX   upload or link to store 

Fire Ex Cert

Fire Safety Cert

Insurance 

Liability Insurance

Pool Safety Cert 

 

IOP Escapes
Oct 26, 2024 2:50 PM
Joined Apr, 2020 5 posts

We would love to see a file feature added.  Our town is requiring us to keep all of these documents on file and readily available.  It would be great for my team to have access to everything in one location.  Additionally, would love to see a field added for management agreement signed date so we could easily keep up with when we need to renew management agreements.  

Adria H
Oct 28, 2024 4:53 PM
OR Team Member Joined Aug, 2022 145 posts

Have you tried the file uploads option:

https://app.ownerrez.com/settings/accountfiles

 

It does not sort by property, but if you title the documents to begin with the property name, could that work for your purposes?